BOSSRA
WBA

B.O.S.S. Retirement Advisors’s Walgreens Boots Alliance WBA Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio WBA Stock Details WBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-66,542
Closed -$596K – 293
2024
Q3 		$596K Buy
66,542
+13,383
+25% +$138K 0.12% 139
2024
Q2 		$643K Buy
53,159
+6,400
+14% +$109K 0.16% 121
2024
Q1 		$1.22M Sell
46,759
-5,316
-10% -$118K 0.47% 84
2023
Q4 		$1.36M Sell
52,075
-6,866
-12% -$153K 0.26% 129
2023
Q3 		$1.31M Sell
58,941
-3,221
-5% -$85.6K 0.28% 141
2023
Q2 		$1.77M Buy
62,162
+6,736
+12% +$219K 0.38% 96
2023
Q1 		$1.92M Buy
+55,426
New +$1.97M 0.45% 84

Other funds holding WBA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B.O.S.S. Retirement Advisors's WBA Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Walgreens Boots Alliance (WBA) in Q4 2024, closing a stake of 66,542 shares — an estimated $596K sold.

B.O.S.S. Retirement Advisors first reported a position in WBA in Q1 2023 and held it in 7 quarters. The position peaked at $1.92M in Q1 2023. 881 funds tracked by Wall St. Rank hold WBA as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Walgreens Boots Alliance position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 66,542 Walgreens Boots Alliance shares in Q4 2024, an estimated $596K.
  • B.O.S.S. Retirement Advisors first reported a position in Walgreens Boots Alliance in Q1 2023 and held it in 7 quarters.
  • B.O.S.S. Retirement Advisors's Walgreens Boots Alliance position peaked at $1.92M in Q1 2023.
  • 881 funds tracked by Wall St. Rank held Walgreens Boots Alliance as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.